Features of Investment Portfolio Management Software

portfolio accounting software

With investment portfolio management software, portfolio and investment managers can now quickly analyze the performance of their private equity portfolio companies, real estate properties, portfolio funds, and other alternative investments. Investment portfolio management software will allow general partners to report and track portfolio company information. Other data like co-investment information can be combined to deliver … [Read more…]

The Different Kinds of Financial Asset Management Systems

portfolio management software

Effective financial asset management systems can mean the difference between an average investment portfolio and one that generates a significant amount of money. And this is even truer in unpredictable economies where the value of one investment can considerably fluctuate. Financial asset management systems gives a way for investors to realize the full potential of … [Read more…]

Using Excel for Investment Performance Measurement

investment performance measurement

Microsoft Excel is a popular spreadsheet program used by amateur and professional investors alike. This program provides simple cells, formula and graphs in a user-friendly format. For investment performance measurement, simply set up the cells according to the asset types and change in asset prices. This spreadsheet can be continually updated so that you will … [Read more…]

Requirements of a Fixed Trade Order Management System

trade order management

Managing and documenting fixed assets can be demanding and extensive. Backup documentations like invoices, contacts and purchase orders are necessary for various accounting tasks relevant to fixed assets. These activities include a review of cost requests and budgets, management and analysis of fixed asset activities, procurement and processing of fixed assets purchases, adjustments and retirements. … [Read more…]

Portfolio Management made Easy

portfolio management solutions

The success of business relies on how it is managed by the company. We all knew that the better your plan is, the more chances of success; but not as simple as it is said. Proper assessment and effective risk control is critical to all kinds of business. However companies are challenged with this matter … [Read more…]

Top Tools Used in Portfolio Risk Management Software

portfolio risk management

When investing in the stock market, you might want to put all your money on a single business that you think will take off and exponentially increase the value of your stocks. However, the chances of being able to find a business that will experience such a rapid growth and actually invest in it are … [Read more…]

The Advantage of Automated Asset Management

portfolio management system

Dealing with validations, financial business dealing with confidentiality and privacy encloses the primary role of portfolio accounting. Asset Management is also very vital when it comes to dealing with derivative. Thus, it is much concerned with financial instruments—interest, returns, dividends, payments and other corporate matters. It initiates the urge to look for a substitute to … [Read more…]

7 Steps to Implementing CRM for Financial Services

portfolio accounting software

CRM for financial services is a type of software that allows organizations to compile customer data. This data will allow you to see and market your products, and give quality customer service to your clients. CRM for financial services products can take months and even years to implement, and can cost from thousands to millions … [Read more…]